Ideas

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.

We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.

We have a long list of deposit types including registration fees. Some of these are no longer used and it would be useful to be able to set these to inactive.